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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,814 hedge funds and large institutions have $28.2B invested in Vanguard Dividend Appreciation ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 750 increasing their positions, 637 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.92%
Holding in Top 10
237
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.47%
% of All Funds
3.78%
New
116
Increased
750
Reduced
637
Closed
67
Calls
$106M
Puts
$37.1M
Net Calls
+$68.5M
Net Calls Change
-$11.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$83.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$82.6M
3
MCM
MAI Capital Management
Ohio
+$36.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$33.2M
5
SIS
Strategic Investment Solutions
Illinois
+$33.2M

Top Sellers

1
Citigroup
Citigroup
New York
-$429M
2
Charles Schwab
Charles Schwab
California
-$82.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$54M
4
BFS
Bard Financial Services
Connecticut
-$47.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1651
Wolff Wiese Magana
California
$203K – – –
RI
1652
Rinkey Investments
California
$202K -$184K -1,183 -48%
NPA
1653
Nichols & Pratt Advisers
Massachusetts
$202K – – –
FCM
1654
Fortis Capital Management
Washington
$201K +$201K +1,297 New
FAT
1655
First American Trust
California
$201K +$201K +1,294 New
IWM
1656
Iams Wealth Management
Nebraska
$201K +$201K +1,292 New
PP
1657
Pacifica Partners
Canada
$201K +$307 +2 +0.2%
DI
1658
DAGCO Inc
Ohio
$201K -$4.38M -34,494 -96%
GWS
1659
Glassman Wealth Services
Virginia
$200K – – –
RMC
1660
Resources Management Corp
Connecticut
$200K – – –
ATC
1661
Adirondack Trust Company
New York
$196K +$6.68K +43 +4%
FSWA
1662
Financial Synergies Wealth Advisors
Texas
$187K – – –
PGAM
1663
Princeton Global Asset Management
New Jersey
$179K – – –
PA
1664
PSI Advisors
Florida
$174K – – –
IPW
1665
Impact Partnership Wealth
Georgia
$173K +$131K +845 +316%
NRG
1666
Nemes Rush Group
Michigan
$166K +$4.04K +26 +2%
HT
1667
Headlands Technologies
Illinois
$165K +$165K +1,063 New
HWP
1668
Hibernia Wealth Partners
Louisiana
$161K +$161K +1,039 New
HCP
1669
Hexagon Capital Partners
Arkansas
$159K – – –
FFC
1670
First Financial Corp
Indiana
$155K – – –
OC
1671
Oakworth Capital
Alabama
$155K -$6.22K -40 -4%
PO
1672
Private Ocean
California
$153K – – –
CB
1673
CNB Bank
Pennsylvania
$143K +$67.7K +436 +90%
RBC
1674
Roble Belko & Company
Pennsylvania
$137K – – –
BWL
1675
Bogart Wealth LLC
Virginia
$137K +$24.1K +155 +21%
65 66
67
68 69